The Waiting Game

Waiting for Godot is a classic play in which the protagonists await the arrival of a mysterious problem solver who never arrives. For estate planners and valuation professionals, 2010 was similarly a time for waiting — for tax law resolutions, for the economy to take off and for clarity on valuation controversies. We're still waiting for the last two.

Many financial advisors focus on the key baby boomer segment that is approaching retirement. With one of the largest transfers of wealth in history expected to occur over the coming decades and technology playing a larger economic role, successful advisors are looking for ways to work with younger investors....More

Many small business owners want to plan for their company’s long-term future and their own retirement. In the past, addressing a small business owner’s retirement and buy-sell needs often meant proposing two independent solutions....More